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PNGO.JK$3460.00-0.86%
Fair $3460.00+0.0%

PNGO.JK

PT PINAGO UTAMA Tbk

Consumer Defensive / Farm ProductsJakarta

$3460.00

-30.00 (-0.86%)

Fairly Valued+0.0%Fair Value $3460.00Fund rank 34/100 · Data gapFallback financials|
SA 62/B
F-Score: 5/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $235.6B · quality 63.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 54/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

62/100

B

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · PNGO.JKLocal privado en este navegador · PT PINAGO UTAMA Tbk
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$2.70T

P/E

9.9x

↓

EV/EBITDA

6.4x

↓

ROE

27.6%

↑

Gross Margin

27.3%

↓

Debt/Equity

0.29

↓
52-Week Range$3460
$1700$4720

TradingView lightweight chart

PNGO.JK price, volumen y niveles de valoración

Último $3,460Periodo +1009.0%
Fair value: $3,460

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+4.2%

FCF CAGR

+53.5%

FCF margin

18.8%

FCF / Net income

1.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.30T · net income $321.63B · FCF $434.29B

2022-FY → 2025-FY

Gross margin

27.3%+1.3% pts

Operating margin

19.0%+3.9% pts

Net margin

14.0%+5.5% pts

FCF margin

18.8%+13.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2303.92B$2303.92B$2042.87B$2037.28B$2034.46B
Net Income$321.63B$321.63B$220.33B$191.35B$173.13B
EBITDA$460.89B$460.89B$343.93B$305.88B$292.48B
EPS——282.00245.00222.00
Gross Margin27.3%27.3%26.3%24.7%26.0%
Operating Margin19.0%19.0%15.6%13.8%15.1%
Net Margin14.0%14.0%10.8%9.4%8.5%
Balance Sheet
Debt/Equity0.290.290.620.680.98
Current Ratio1.101.10———
Cash Flow
Free Cash Flow$434.29B$434.29B$5.41B$235.55B$119.96B
Returns
ROE27.6%27.6%22.9%24.1%24.5%
Valuation
P/E9.869.865.925.735.83
EV/EBITDA6.446.445.465.275.57
P/B2.322.321.361.381.43
Growth & Yield
Revenue Growth12.8%12.8%0.3%0.1%—
EPS Growth——15.1%10.4%—
Dividend Yield6.3%6.3%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +98.0%

Total return

+98.0%

Start / end P/E

n/dx → n/dx

EPS bridge

282.00 → n/d

Residual

+91.7%

EPS growthn/d
Multiple reratingn/d
Dividend+6.3%
Residual / FX / buybacks / cross-term+91.7%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.